Colleen Soares (CFP®, CPA)
Colleen Soares focuses in the
following client markets or areas of practice:
- Business Owners
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Website Address: www.soaresfinancial.com
NAPFA Start Date
September 22, 2003